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Institutional Research

Institutional Funds

8,643 investment managers that filed Form 13F for Q1 2026, ranked by reported portfolio value.

#FundLocationPortfolio ValueHoldingsQoQ Change
6801Guild Investment Management, Inc.CA$139.95M47+3.8%
6802Stone Loft Wealth Management LLCPA$139.94M29+31.3%
6803Crocodile Capital Partners GmbhGermany$139.76M12-16.4%
6804Chapman Financial Group, LLCHI$139.75M265-4.8%
6805Summit Financial Consulting LLCMI$139.70M41+1.4%
6806Chancellor Financial Group Wb LPPA$139.68M138-4.4%
6807Ridgeline Wealth, LLCAZ$139.60M52-3.2%
6808Shade Tree Advisors LLCNY$139.59M27+6.1%
6809Gambit Capital Management, LLCTN$139.48M87-0.2%
6810Kg Capital ManagementLA$139.47M123-64.0%
6811Rolek Wealth Management LLCPA$139.40M22-4.4%
6812Sky-Mountain Capital Management, Inc.ID$139.38M37-7.3%
6813Black Cypress Capital Management, LLCFL$139.29M31-2.8%
6814Chartist Inc /Ca/CA$139.23M20-5.6%
6815Welch Financial Planning, LLCCO$139.07M67+1.3%
6816Marathon Strategic Advisors, LLCPA$139.05M52+6.2%
6817Center For Wealth Management AdvisoryOH$138.87M62+2.4%
6818Argyle Capital Partners, LLCCA$138.85M160+1.4%
6819Graniteshares Advisors LLCNY$138.83M90-15.7%
6820Bluegrass Capital Partners LPFL$138.78M10-17.1%
6821Kennondale Capital Management LLCVA$138.73M78+2.1%
6822Chesapeake Capital Corp /Il/FL$138.70M156+16.1%
6823Dkm Wealth Management, Inc.CA$138.69M76+3.5%
6824Pmg Wealth Management, Inc.IL$138.66M59+1.6%
6825Michels Family Financial, LLCTX$138.65M139+1.9%
6826Cfc Planning Co LLCIN$138.58M71+6.6%
6827Seven Mile AdvisoryNJ$138.56M182-76.2%
6828Wormser Freres GestionFrance$138.53M42-21.3%
6829Cogent Private Wealth, Inc.FL$138.51M98+5.5%
6830Rmr Capital Management, LLCCA$138.46M75-0.1%
6831Atlantic Family Wealth, LLCFL$138.43M59+4.5%
6832Seelaus Asset Management LLCNJ$138.38M202+10.9%
6833Compass Rose Asset Management, LPNY$138.34M12-12.6%
6834Koa Wealth Management, LLCCA$138.32M56-5.0%
6835Safir Wealth Advisors, LLCNH$138.26M19-3.0%
6836Durante & Waters, LLCNY$138.16M31-3.6%
6837Planwiser Financial, LLCCO$138.13M47+3.4%
6838Renaissance Capital LLCCT$138.03M47-0.5%
6839Partnerre Asset Management CorpCT$138.02M2-1.0%
6840Prota Financial, LLCTX$138.00M67-0.6%
6841Lepercq De Neuflize Asset Management LLCNY$137.98M26-21.1%
6842Factorial Partners, LLCNY$137.81M60-9.0%
6843Tannin Capital LLCNC$137.79M152+23.2%
6844Pine Brook Road Advisors, L.P.NY$137.78M1-2.4%
6845Demming Financial Services Corp /AdvOH$137.76M37+3.6%
6846Legion Partners Asset Management, LLCCA$137.75M6-19.8%
6847Cria, Inc.NY$137.73M2-17.9%
6848Arsenal Capital Advisors LLCPA$137.72M98-2.7%
6849Trium Capital LLPUnited Kingdom$137.71M61+7.0%
6850Lsp Investment Advisors, LLCNY$137.69M19-26.8%

Showing 6,801–6,850 of 8,643

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